PDF, 265 KB - Thrift Savings Plan

TSP-76 does not pertain to beneficiary participant (spouse) accounts since beneficiary
participants are not eligible to request a TSP financial hardship in-service withdrawal.
II. Changes to Form TSP-76
A. This form is designed to be read by an optical scanner. When printing or reproducing
the form, make sure that copies are not resized or distorted. Participants
completing the form should print legibly, inside the boxes, using black or dark
blue ink and simple block letters.
B. Section I (Information About You). This section should be completed in its entirety.
However, if a participant neglects to check the box for “Civilian Account
or “Uniformed Services Account,” but has only one TSP account, the financial
hardship in-service withdrawal request will still be processed. If a participant has
both a civilian and a uniformed services TSP account, and does not check the
box for the account from which he/she is requesting the withdrawal, the request
will not be processed. If a participant has both civilian and uniformed services
accounts, and wishes to take a financial hardship in-service withdrawal from
both accounts, the participant must submit a separate Form TSP-76 for each
withdrawal request. A single form cannot be used for both requests.
Note: The new Form TSP-76 does not have address fields as did earlier versions.
Any correspondence related to the form will be sent to the participant’s TSP address
of record.
Also, unless the participant requests to have the financial hardship in-service withdrawal
paid by direct deposit, a check will be sent to his/her address of record.
Agencies/services should educate participants on procedures to update
a TSP address of record before participants submit applications for
financial hardship in-service withdrawals.
C. Section II (Married FERS and Uniformed Services Participants). Unlike previous
versions of the form, the new TSP-76 does not include check boxes for marital
status. FERS and uniformed services participants who are married or legally separated
must complete this section to provide information about a spouse. The
spouse must sign the form in this section, and the signature must be notarized.
To request an exception to the spousal requirements, participants must provide
the spouse’s Social Security number, and submit a valid Form TSP-16, Exception to
Spousal Requirements (Civilian) or a TSP-U-16 (uniformed services). If an exception
has been granted within the past 90 days, participants must still provide the
spouse’s Social Security number so that the TSP can verify the exception.
D. Section III (Married CSRS Participants). This section is for CSRS participants who
are married or legally separated to provide information about a spouse; the TSP
must notify the participant’s spouse of his/her financial hardship withdrawal. No
signature or notarization is required in this section.
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